Kathleen Elizabeth Hafner
Investment adviser representative at Brighton Jones LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$18.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Brighton Jones LLCNov 2025 to now
- Elmwood Wealth ManagementJul 2025 to Oct 2025
- Bloom Wealth AdvisorsAug 2022 to Jun 2025
- UnemployedJul 2022 to Jul 2022
- Ucsf Benioff Children's Hospital OaklandApr 2019 to Jun 2022
- UnemployedMar 2019 to Mar 2019
- John Muir HospitalNov 2018 to Feb 2019
- University of New Mexico HospitalMay 2018 to Oct 2018
- Oschner Medical Center West BankJan 2018 to Apr 2018
- UnemployedDec 2017 to Dec 2017
- Sweetwater Memorial HospitalOct 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Brighton Jones LLC
$18.9BAssets managed
3,661Clients
161Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7613971
- Firm CRD
- 108601